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Excel Accountant: Charts

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Before starting this self study program, please go through the instructional document.

Overview

  • Building a Chart
    3 mins
  • Recommended Charts (Excel 2013+)
    8 mins
  • Chart with Two Axes in Excel 2013+
    40 mins
  • Manually Adding Data to Charts
    47 mins
  • Self-Updating Chart Titles
    57 mins
  • Rolling Charts
    61 mins
  • Pivot Chart Example
    71 mins
  • Managing Pivot Chart Buttons
    79 mins
  • Create a Thermometer
    83 mins
  • Funnel Charts
    100 mins

Course Description

Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, and liven up your charts with clip art.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interested in This Course:
Practitioners who would benefit from creating and working effectively and efficiently with Excel charts.


Topics Covered:

  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel.
  • Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.
  • Applying a consistent look and feel to your charts by way of chart templates.
  • Enlivening charts with clip art.
  • Managing the pivot chart buttons that control filtering and other aspects of pivot charts.
  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later.

Learning Objectives

  • Recall the menu in Excel where the Table feature resides.
  • Identifying how to insert clipart and templates to a chart.
  • Identify how to create self-expanding charts by way of Excel’s Table feature.
  • Recognize how to Create thermometer and Pivot chart and Managing it.
  • Describe how to create a dynamic chart title that updates from a worksheet cell.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

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